Aug. 19 at 4:26 PM
$DOCS "Wall Street loves a good moat, and Doximity has built one out of MDs, NPs, PAs, and clinical workflows rather than concrete and cash. With over 85 percent of U.S. physicians on its platform, more doctors use Doximity than even leading EMR systems such as Epic—a remarkable feat in a sector notorious for slow tech adoption. This is not a generic social network; it is a verified, high‑signal professional grid where pharmaceutical companies, health systems, and recruiters pay to reach an audience that has both prescribing power and scarce availability. When your primary user base includes the majority of U.S. physicians, investor attention sooner or later follows." https://vistapglobal.com/the-doctor-will-zoom-you-now-doximitys-telehealth-moat-and-ai-suite-power-a-surprise-aftermarket-recovery-docs/
